StockDriftsStockDriftsTop 50 Leeward Investments, Llc - Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIAV | VIAVI SOLUTIONS INC | 2.34% | 1.42M | $47.4M | -11.27%(-180.82K) | $14.12(+282.23%) | 2026-03-31 | |
| PR | PERMIAN RESOURCES CORP | 2.03% | 1.93M | $41.2M | -3.29%(-65.62K) | $12.64(+77.30%) | 2026-03-31 | |
| RRX | REGAL REXNORD CORPORATION | 2.03% | 219.7K | $41.1M | -5.54%(-12.88K) | $155.57(+42.72%) | 2026-03-31 | |
| CLH | CLEAN HARBORS INC | 1.99% | 140.7K | $40.3M | -2.98%(-4.32K) | $105.95(+196.09%) | 2026-03-31 | |
| EHC | ENCOMPASS HEALTH CORP | 1.61% | 337.2K | $32.6M | +0.95%(+3.18K) | $51.05(+105.99%) | 2026-03-31 | |
| ADC | AGREE RLTY CORP | 1.46% | 393.1K | $29.6M | -2.91%(-11.79K) | $59.75(+27.12%) | 2026-03-31 | |
| HXL | HEXCEL CORP NEW | 1.4% | 351.4K | $28.4M | -2.96%(-10.73K) | $57.84(+60.54%) | 2026-03-31 | |
| SXI | STANDEX INTL CORP | 1.34% | 106.5K | $27.2M | -1.94%(-2.10K) | $108.82(+138.60%) | 2026-03-31 | |
| NPO | ENPRO INC | 1.33% | 107.4K | $26.9M | -3.20%(-3.55K) | $106.73(+181.19%) | 2026-03-31 | |
| NMRK | NEWMARK GROUP INC | 1.29% | 1.75M | $26.2M | -1.82%(-32.43K) | $13.53(+20.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.47% | +70.54% |
| Top 20 Holdings Unweighted | +16.06% | +56.35% |
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